Dolphin Financial Group Employee Directory

Financial ServicesFlorida, United States2-10 Employees

Dolphin Financial Group of Tampa Bay, acts in a fiduciary capacity to help people make life's toughest financial decisions. Our typical clients are people who are looking to retire, are in the process of retiring, or who have recently begun their retirement. 

They face similar financial decisions which revolve around these issues: 

Retirement Income, health insurance and Medicare, long-term care and nursing home avoidance, sending family to college, pension options, social security strategy, downsizing or moving to a new home, outliving income, leaving a legacy to children and grandchildren, helping aging parents or children, managing debts, increasing returns on investments, developing a retirement budget, and paying for exciting vacations.

Find Dolphin Financial Group employees' phone numbers or email addresses

Dolphin Financial Group Global Highlights

Location
Employees

North America
4

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  • United States Of America
    4

Europe
2

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  • United Kingdom Of Great Britain And Northern Ireland
    2

Dolphin Financial Group's Leadership

  • Stylized image of a person
    D. W.
    Ceo & Founder
    Phone icon
  • Stylized image of a person
    S. O.
    Senior Loan Officer
    Phone icon
  • Stylized image of a person
    S. W.
    Administrative Assistant
    Phone icon
  • Stylized image of a person
    S. C.
    Administrative Assistant
    Phone icon

Dolphin Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Community & Social Services
  • Accounting
  • Business
  • Administrative
  • Analytics
  • Other

Contact profiles from Dolphin Financial Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. W.
    Ceo & Founder
    Phone icon
    United StatesFlorida
    Jul 14, 2025
  • Stylized image of a person
    S. O.
    Senior Loan Officer
    Phone icon
    United StatesUtah
    Oct 25, 2025
  • Stylized image of a person
    S. W.
    Administrative Assistant
    Phone icon
    United StatesFlorida
    Oct 23, 2025
  • Stylized image of a person
    S. C.
    Administrative Assistant
    Phone icon
    United StatesFlorida
    Feb 19, 2026

Frequently Asked Questions

What is Dolphin Financial Group known for?

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Dolphin Financial Group was founded in 2013 operates in the Financial Services industry. The company's main headquarters is located in 2430 Estancia Boulevard Suite 206 Clearwater, Florida 33761 United States; you can contact the main corporate office by phone at . Explore Dolphin Financial Group's company overview page for more information.

What is Dolphin Financial Group's most common email format?

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Dolphin Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Dolphin Financial Group email formats with LeadIQ.

How many employees does Dolphin Financial Group have currently?

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Dolphin Financial Group has approximately 9 employees as of February 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Dolphin Financial Group's key employees and leadership?

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As of February 2026, Dolphin Financial Group's key employees include:

  • Ceo & Founder: D. W.
  • Senior Loan Officer: S. O.
  • Administrative Assistant: S. W.
  • Administrative Assistant: S. C.

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